13F Pro

Hedge Funds Similar to FDx Advisors

13F Portfolio OverlapQ2 2026FDx Advisors portfolio →
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Most similar hedge funds by 13F overlap

FDx Advisors, Inc. is an institutional investor managing $332M across 179 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to FDx Advisors are WCM INVESTMENT, Parkwood, CLEAR WAVE WEALTH, with shared positions in $STX, $ASML, $WDC, $SE, $PM, $MDT. The full ranking of 25 similar funds is below.

#1WCM INVESTMENT MANAGEMENT, LLCActive
Notable overlap · 15 shared positions
$STX$ASML$WDC$SE$PM$MDT
$55.2B
266 positions
#2Parkwood LLCActive
Notable overlap · 9 shared positions
$STX$ASML$PM$NVS$SPCX$AZN
$1.4B
72 positions
#3CLEAR WAVE WEALTH MANAGEMENT LLCPassive
Notable overlap · 7 shared positions
$IAU$NBIS$WDC$SPCX$APP$ALAB
$541M
191 positions
#4Timber Creek Capital Management LLCPassive
Notable overlap · 7 shared positions
$IAU$ASML$NVS$SE$AZN$LIN
$490M
80 positions
#5Night Squared LPPassive
Notable overlap · 7 shared positions
$ASML$STX$WDC$PM$FERG$SPOT
$930M
69 positions
#6WT Asset Management LtdActive
Notable overlap · 7 shared positions
$STX$ASML$WDC$SPCX$ALAB$APP
$5.1B
29 positions
#7White Lighthouse Investment Management Inc.Active
Notable overlap · 5 shared positions
$IAU$PM$AZN$ASML$BTI
$802M
151 positions
#8Intentional Wealth Strategies, LLCActive
Notable overlap · 3 shared positions
$IAU$STX$WDC
$107M
68 positions
#9FRED ALGER MANAGEMENT, LLCActive
Notable overlap · 7 shared positions
$NBIS$WDC$SE$SPCX$ALAB$APP
$30.0B
425 positions
#10LONE PINE CAPITAL LLCActive
Notable overlap · 6 shared positions
$STX$NBIS$ASML$LIN$APP$SE
$16.4B
34 positions
#11Value Aligned Research Advisors, LLCActive
Notable overlap · 5 shared positions
$NBIS$ASML$STX$WDC$ALAB
$40.1B
123 positions
#12EQUITABLE TRUST COPassive
Notable overlap · 4 shared positions
$IAU$ASML$SE$STX
$2.4B
452 positions
#13Roehl & Yi Investment Advisors, LLCPassive
Notable overlap · 4 shared positions
$IAU$WDC$ASML$PM
$304M
194 positions
#14BECK CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 6 shared positions
$STX$WDC$ASML$IAU$SPOT$TLN
$543M
140 positions
#15Colonial River Wealth Management, LLCPassive
Notable overlap · 9 shared positions
$NBIS$WDC$ALAB$APP$PM$TLN
$352M
249 positions
#16Wealth Management Partners, LLCPassive
Notable overlap · 4 shared positions
$IAU$ASML$ALAB$SPCX
$425M
154 positions
#17SANDS CAPITAL MANAGEMENT, LLCActive
Notable overlap · 6 shared positions
$STX$ASML$SE$SPCX$SPOT$APP
$26.9B
71 positions
#18PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Notable overlap · 4 shared positions
$IAU$STX$NVS$LIN
$2.8B
186 positions
#19Henry James International Management Inc.Passive
Some overlap · 6 shared positions
$NBIS$ASML$NVS$AZN$NGG$UBS
$334M
91 positions
#20Keystone Financial ServicesActive
Some overlap · 5 shared positions
$IAU$PM$NVS$MDT$FERG
$388M
131 positions
#21SkyView Investment Advisors, LLC
Some overlap · 5 shared positions
$IAU$CP$ASML$ACGL$LIN
$743M
318 positions
#22Regency Capital Management Inc.\DEPassive
Some overlap · 3 shared positions
$IAU$ASML$CP
$251M
64 positions
#23MBA Advisors LLCPassive
Some overlap · 3 shared positions
$IAU$ASML$PM
$297M
166 positions
#24Cogent Private Wealth, Inc.Passive
Some overlap · 3 shared positions
$IAU$WDC$STX
$160M
117 positions
#25Spectrum Asset Management, Inc. (NB/CA)Passive
Some overlap · 4 shared positions
$IAU$NVS$LIN$ASML
$362M
116 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.